IYH vs. RSDGX
IYH (iShares U.S. Healthcare ETF) and RSDGX (Victory RS Select Growth Fund) are both funds - IYH is a Health & Biotech Equities fund tracking the Dow Jones U.S. Health Care Index, while RSDGX is a Mid Cap Growth Equities fund managed by Victory. Over the past 10 years, IYH returned 9.20%/yr vs 10.22%/yr for RSDGX. A 0.63 correlation means they provide meaningful diversification when combined. IYH charges 0.43%/yr vs 1.40%/yr for RSDGX.
Performance
IYH vs. RSDGX - Performance Comparison
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Returns By Period
In the year-to-date period, IYH achieves a -1.42% return, which is significantly lower than RSDGX's 16.92% return. Over the past 10 years, IYH has underperformed RSDGX with an annualized return of 9.20%, while RSDGX has yielded a comparatively higher 10.22% annualized return.
IYH
- 1D
- 2.89%
- 1M
- 4.56%
- YTD
- -1.42%
- 6M
- -1.04%
- 1Y
- 16.06%
- 3Y*
- 6.36%
- 5Y*
- 5.19%
- 10Y*
- 9.20%
RSDGX
- 1D
- -0.59%
- 1M
- 4.36%
- YTD
- 16.92%
- 6M
- 13.72%
- 1Y
- 34.30%
- 3Y*
- 18.58%
- 5Y*
- 4.99%
- 10Y*
- 10.22%
IYH vs. RSDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | -1.42% | 13.16% | 2.99% | 2.14% | -4.46% | 23.41% | 15.56% | 20.80% | 5.80% | 22.27% |
RSDGX Victory RS Select Growth Fund | 16.92% | 7.07% | 23.42% | 18.63% | -32.44% | 5.90% | 33.25% | 32.26% | -7.83% | 17.09% |
Correlation
The correlation between IYH and RSDGX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2000 | 0.63 |
Over the past year, the correlation between IYH and RSDGX has dropped to 0.35 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
IYH vs. RSDGX — Risk / Return Rank
IYH
RSDGX
IYH vs. RSDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and Victory RS Select Growth Fund (RSDGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IYH | RSDGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.78 | -1.26 |
| Martin ratioReturn relative to average drawdown | 3.64 | 11.62 | -7.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYH | RSDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.77 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.17 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.39 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.41 | +0.03 |
Drawdowns
IYH vs. RSDGX - Drawdown Comparison
The maximum IYH drawdown since its inception was -43.12%, smaller than the maximum RSDGX drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for IYH and RSDGX.
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Drawdown Indicators
| IYH | RSDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -74.21% | +31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.64% | -12.65% | +2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | -28.82% | +10.91% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | -50.14% | +32.23% |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | -50.14% | +21.74% |
Current DrawdownCurrent decline from peak | -4.68% | -3.07% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -28.16% | +19.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 3.02% | +1.40% |
Volatility
IYH vs. RSDGX - Volatility Comparison
The current volatility for iShares U.S. Healthcare ETF (IYH) is 5.06%, while Victory RS Select Growth Fund (RSDGX) has a volatility of 6.48%. This indicates that IYH experiences smaller price fluctuations and is considered to be less risky than RSDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYH | RSDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 6.48% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 15.92% | -5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.01% | 19.81% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 29.49% | -14.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 26.17% | -9.43% |
IYH vs. RSDGX - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is lower than RSDGX's 1.40% expense ratio.
Dividends
IYH vs. RSDGX - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 1.26%, less than RSDGX's 11.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.26% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
RSDGX Victory RS Select Growth Fund | 11.57% | 13.53% | 0.00% | 0.00% | 38.07% | 28.89% | 17.43% | 13.19% | 46.71% | 14.65% | 3.30% | 9.40% |
Frequently Asked Questions
IYH and RSDGX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSDGX has higher volatility (6.48%) compared to IYH (5.06%). In terms of maximum drawdown, IYH dropped -43.12% vs RSDGX's -74.21%.
RSDGX currently has the higher Sharpe Ratio (1.77 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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